Oakville Community Foundation

Mission

To be a hub for philanthropic leaders by promoting, connecting and stewarding legacy resources

Most Meaningful Change

We’ve started on a path to reinvent the organization for greater impact. Going forward we will be making grants to programs that change lives, rather than merely sustain people in their current circumstances. In addition, we are on a path to lend some of our capital to charities to foster their growth and greater sustainability.

To be a hub for philanthropic leaders by promoting, connecting and stewarding legacy resources

Organization Description

Community Foundation

Other Description

Did not answer

Approximate Size of the Population Serviced

185,000

Total Paid Staff (Full-Time Equivalents)

7

Total Unpaid Staff (Full-Time Equivalents)

Did not answer

Total Board Members

13

Financial Information (in U.S. Dollars)

Organization’s Total Income in Last Fiscal Year

$9,000,000

Organization’s Gifts Income in Last Fiscal Year

Did not answer

Organization’s Total Expenditures in Last Fiscal Year

$740,000

Organization’s Grantmaking Budget in Last Fiscal Year

$1,300,000

Does Organization Have an Endowment

Yes

Value of Endowment (or Financial Reserves) as of the End of Last Fiscal Year

$39,000,000

Change in Financial Status Over Last Three Years

Significant improvement

Priorities and Achievements

Factors that Played a Role in the Origins of Your Organization

Community leadership

Played an important role

Philanthropic gifts

Played an important role

Grassroots activism

No role

Inadequate government services

Played a slight role

Changes in the political environment

No role

Changes in the economic environment

No role

Government initiative funding

Played a slight role

Foundation initiative funding

Played an important role

Bilateral or multilateral initiative funding

No role

Favorable legal or fiscal policies

No role

Time Spent Working in Following Areas

Neighborhood

Fair amount of time

Locally

Fair amount of time

Regionally

Very little time

Nationally

None

Internationally

None

Rate Importance of the Following Functions

Grantmaking

Centrally important

Having local people as leaders in the organization

Centrally important

Seeking local donations

Centrally important

Having a gender balance in the organization

Important but not central

Board reflective of community diversity

Centrally important

Building an endowment

Centrally important

Serving donor needs

Centrally important

Acting as a fiscal intermediary for the community

Slightly important

Building inclusion and trust in the community

Important but not central

Pursuing equity

Slightly important

Accountability to local people

Centrally important

Raising money for grantmaking annually

Important but not central

Community development

Important but not central

In the Last Year, Extent to Which Programming and/or Grantmaking Involved Work in the Following Areas

Arts and culture

Little

Education

Fair amount

Environment

Little

Health

Fair amount

Human and social services

Fair amount

Human rights

Not at all

International relations

Not at all

Religion

Not at all

Economic development

Not at all

Conflict resolution/bridging different parts of the community

Not at all

Information technology

Not at all

Strengthening local or regional government

Not at all

Housing

Fair amount

Children

Fair amount

Water

Little

Alternative energy

Not at all

Disaster relief

Not at all

Advocacy with authorities

Not at all

Job training

Not at all

Nongrantmaking Services Offered to Community in Recent Years

Convening for issues of local concern

Occasionally

Promote collaboration between grantees

Often

Promote understanding of public policy

Never

Training/capacity-building for local organizations

Never

Advocacy

Never

Loaned staff

Never

Research

Occasionally

Community needs assessment

Occasionally

Leadership development

Rarely

Internships

Never

Providing space for local organizations

Rarely

Access to information technology

Never

Publishing/knowledge sharing

Often

Main Trends Over the Past Year in Geographic Area Served

Poverty

Getting worse

Crime

Getting better

Trust among different sections of the community

Getting better

Equitable distribution of resources and services

No change

Social position of marginalized groups

No change

Responsiveness of authorities

Getting better

Appropriateness of public policies

No change

Value of community assets

No change

Quality of the environment

Getting worse

Number of people and organizations working to change and improve their community

No change

Levels of innovation and risk taking in addressing community problems

Getting better

Networks and links between different parts of the community

Getting better

Gender equity

No change

Charitable giving through the community foundation

Getting better

Number of people and organizations involved in philanthropic giving

Getting better

Extent to Which Organization Can Claim Tangible and Measurable Achievements in the Past Three Years

Poverty

A few small achievements

Crime

Do not work in this sphere

Trust among different sections of the community

A few small achievements

Equitable distribution of resources and services

Do not work in this sphere

Social position of marginalized groups

A few small achievements

Responsiveness of authorities

Do not work in this sphere

Appropriateness of public policies

Do not work in this sphere

Value of community assets

A few small achievements

Quality of the environment

Do not work in this sphere

Number of people and organizations working to change and improve their community

A few small achievements

Levels of innovation and risk taking in addressing community problems

A few small achievements

Networks and links between different parts of the community

A few small achievements

Gender equity

Do not work in this sphere

Charitable giving through the community foundation

Some important achievements

Number of people and organizations involved in philanthropic giving

A few small achievements

Active Partnerships

Formal community associations and groups

Lot

Informal associations of citizens

Little

Non-governmental organizations

Not at all

Local government

Little

National government

Not at all

Universities

Not at all

Schools

Little

Businesses

Little

Partnerships and External Aid

Other Institutions Helpful to Our Work

National association of grantmakers

Very helpful

Regional association of grantmakers

N/A

Global Fund for Community Foundations

N/A

Particular foundation

Very helpful

Other organization

N/A

Involvement of Local People

Regularly survey local people about our programs

No

Local people are engaged in the delivery of our work

Yes

Local people control what our organization does

Yes

Have local people represented on our board

Yes

Have regular sessions where local people advise us what our programs should do

No

Actively engage local people as volunteers

Yes

All of our board is composed of local people

Yes

Account to local people about our successes and failures each year

Yes

Assistance in Overcoming Main Difficulties Faced in Developing Organization Further

Increased funding

Important

Better legal or fiscal environment

Unimportant

More volunteers

Important

Access to advice or technical assistance

Unimportant

Better local culture of giving

Very important

Stronger civil society

Important

More responsive authorities

Unimportant

Other

Did not answer

Most Meaningful Change

Most Meaningful Change that Organization Has Helped to Bring About in the Last Three Years

We’ve started on a path to reinvent the organization for greater impact. Going forward we will be making grants to programs that change lives, rather than merely sustain people in their current circumstances. In addition, we are on a path to lend some of our capital to charities to foster their growth and greater sustainability.

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Organization Leader (Name, Title)

Primary Contact’s Name

Primary Contact’s Position

Foundation at a Glance

Year Founded

Mission Statement

Organization Description

Other Description

Approximate Size of the Population Serviced

Total Paid Staff (Full-Time Equivalents)

Total Unpaid Staff (Full-Time Equivalents)

Total Board Members

Financial Information (in U.S. Dollars)

Organization’s Total Income in Last Fiscal Year

Organization’s Gifts Income in Last Fiscal Year

Organization’s Total Expenditures in Last Fiscal Year

Organization’s Grantmaking Budget in Last Fiscal Year

Does Organization Have an Endowment

Value of Endowment (or Financial Reserves) as of the End of Last Fiscal Year

Change in Financial Status Over Last Three Years

Priorities and Achievements

Factors that Played a Role in the Origins of Your Organization

Community leadership

Philanthropic gifts

Grassroots activism

Inadequate government services

Changes in the political environment

Changes in the economic environment

Government initiative funding

Foundation initiative funding

Bilateral or multilateral initiative funding

Favorable legal or fiscal policies

Time Spent Working in Following Areas

Neighborhood

Locally

Regionally

Nationally

Internationally

Rate Importance of the Following Functions

Grantmaking

Having local people as leaders in the organization

Seeking local donations

Having a gender balance in the organization

Board reflective of community diversity

Building an endowment

Serving donor needs

Acting as a fiscal intermediary for the community

Building inclusion and trust in the community

Pursuing equity

Accountability to local people

Raising money for grantmaking annually

Community development

In the Last Year, Extent to Which Programming and/or Grantmaking Involved Work in the Following Areas

Arts and culture

Education

Environment

Health

Human and social services

Human rights

International relations

Religion

Economic development

Conflict resolution/bridging different parts of the community

Information technology

Strengthening local or regional government

Housing

Children

Water

Alternative energy

Disaster relief

Advocacy with authorities

Job training

Nongrantmaking Services Offered to Community in Recent Years

Convening for issues of local concern

Promote collaboration between grantees

Promote understanding of public policy

Training/capacity-building for local organizations

Advocacy

Loaned staff

Research

Community needs assessment

Leadership development

Internships

Providing space for local organizations

Access to information technology

Publishing/knowledge sharing

Main Trends Over the Past Year in Geographic Area Served

Poverty

Crime

Trust among different sections of the community

Equitable distribution of resources and services

Social position of marginalized groups

Responsiveness of authorities

Appropriateness of public policies

Value of community assets

Quality of the environment

Number of people and organizations working to change and improve their community

Levels of innovation and risk taking in addressing community problems

Networks and links between different parts of the community

Gender equity

Charitable giving through the community foundation

Number of people and organizations involved in philanthropic giving

Extent to Which Organization Can Claim Tangible and Measurable Achievements in the Past Three Years

Poverty

Crime

Trust among different sections of the community

Equitable distribution of resources and services

Social position of marginalized groups

Responsiveness of authorities

Appropriateness of public policies

Value of community assets

Quality of the environment

Number of people and organizations working to change and improve their community

Levels of innovation and risk taking in addressing community problems

Networks and links between different parts of the community

Gender equity

Charitable giving through the community foundation

Number of people and organizations involved in philanthropic giving

Active Partnerships

Formal community associations and groups

Informal associations of citizens

Non-governmental organizations

Local government

National government

Universities

Schools

Businesses

Partnerships and External Aid

Other Institutions Helpful to Our Work

National association of grantmakers

Regional association of grantmakers

Global Fund for Community Foundations

Particular foundation

Other organization

Other Institution

Involvement of Local People

Regularly survey local people about our programs

Local people are engaged in the delivery of our work

Local people control what our organization does

Have local people represented on our board

Have regular sessions where local people advise us what our programs should do

Actively engage local people as volunteers

All of our board is composed of local people

Account to local people about our successes and failures each year

Assistance in Overcoming Main Difficulties Faced in Developing Organization Further

Increased funding

Better legal or fiscal environment

More volunteers

Access to advice or technical assistance

Better local culture of giving

Stronger civil society

More responsive authorities

Other

Most Meaningful Change

Most Meaningful Change that Organization Has Helped to Bring About in the Last Three Years